News & Insights
The 3 main reasons you might be selected for an ATO audit
Each year, the ATO reveals what they will be targeting when it comes to tax returns. But these aren’t the only reasons you may be selected for an audit. The last…
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What property investors should do before the tax rules change on 1 July 2027
If you own an investment property, the next twelve months are worth your attention. The 2026 Budget proposed some of the most significant changes to property tax in decades, and…
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How Much Can You Really Rely on ChatGPT for Financial Advice?
Australians now have more ways than ever to seek guidance about their money, from sitting down with a qualified adviser to typing a quick question into an AI tool. The…
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How your mindset shapes your financial outcomes
Understanding why money feels hard, even when you “know what to do” Most people already understand the classic principles of sensible money management — spend less than you earn, save…
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Downsizing your home? Understanding the downsizer contribution
Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the sale…
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Stopping work – how to transition to retirement
Whether you choose to gradually wind down your working week, or take the plunge into full-time retirement, one of the key challenges faced by many new retirees is the need…
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